You now have the ability to transfer an ongoing one-on-one (1:1) series to a different or new manager. This transfer process can be initiated by both the current manager and a Frankli Admin.
During the transfer, the entire 1:1 schedule, along with all previous meeting notes, will be moved to the new manager. Please note that private notes will not be included in this transfer.
Additionally, you can attach a message for the new manager, which will be appended to the latest meeting.
Note: Please be aware that any private notes saved by the current manager will be permanently deleted during this transfer.
Note: Action points owned only by the old manager will be unlinked from the 1:1 series. They will still exist but be changed to todos.
To begin the process of transferring a 1:1 series to a new manager, simply navigate to the 1:1 main page and select 'Transfer schedule to a new manager.
Transfer 1:1 to a new manager
Start by selecting "Transfer schedule to a new manager" from the 1:1 main page.
Once the transfer window appears start typing the new manager's name & add a note for the manager in the box below & click submit.
Transfer 1:1 to a new manager as an Admin
Search for the current manager from the Company View page or from the People Directory and click on the manager's profile.
Once on their public profile scroll to the bottom of the page to see all the active schedules. Start by selecting "Transfer schedule to a new manager" as highlighted below.
Once the transfer window appears start typing the new manager's name & add a note for the manager in the box below & click submit.